Supporting Direct Sales Superstars to Shine!

My Secret Tool for Contact Management

Do you have a bunch of business cards, order forms, fish bowl slips or other piles of contacts cluttering your desk? Does it make your stomach hurt to look at it, thinking about the potential business just sitting there gathering dust? Want to know my “Secret Tool” to turn those piles into smiles?

Are you sitting down, because you may not believe me when I tell you the very simple way to start putting them to good use….are you ready…??

Put them into a spreadsheet.

Yes, that’s it, that is the secret! Not every solution needs to be complicated, especially not contact management! Here is the secret I’ve shared with my Superstar clients (and actually have created and completed for them, even better!)

After each event, take the contacts and put them into a spreadsheet, using a format similar to this:

Type in the information in this format, because you want this to go fairly quickly leave the “notes’ column for later, typing in notes can slow you down. The important thing at this point is to simply capture the contact into a format that you will be able to use in multiple ways.

Once you have a spreadsheet saved as the Event Name, you can upload it into:

Contact Management System (CRM)

Your Back Office

Email Marketing Service (ie., ConstantContact)

SendOutCards account

NOW you can:

Create and send a follow-up email message

Design and send a greeting card campaign

Send company created marketing emails, newsletters or brochures

Use Mail Merge and print labels to send out catalogs

Print a copy and start systematically calling them and making notes

Whatever you decide, you now have the information in a format that you can use. So you can stop feeling bad about not reaching out to these leads and start adding customers, team members or parties to your business!

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The secret is OUT!

So please feel free to share this tip, and let me know what other Secret Tips and Tools you would like to learn more about.